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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+0.88%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$73.1B
AUM Growth
+$3.13B
(+4.5%)
Cap. Flow
+$6.15B
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.14B |
| 2 |
SharkNinja
SN
|
+$220M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$145M |
| 4 |
Apple
AAPL
|
+$101M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$88.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TechTarget
TTGT
|
+$32.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$29.7M |
| 3 |
LyondellBasell Industries
LYB
|
+$25.1M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$24.7M |
| 5 |
Alexandria Real Estate Equities
ARE
|
+$24.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.15% |
| 2 | Financials | 10.6% |
| 3 | Consumer Discretionary | 6.93% |
| 4 | Healthcare | 5.42% |
| 5 | Industrials | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2326
nCino
NCNO
$2.05B
| $592K | ﹤0.01% |
17,620
+714
| +4% | +$26.6K |
|
2327
PBF Energy
PBF
$7.54B
| $591K | ﹤0.01% |
22,267
+7,825
| +54% | +$238K |
|
2328
Energizer
ENR
$1.47B
| $591K | ﹤0.01% |
16,943
+1,799
| +12% | +$62.2K |
|
2329
Paymentus
PAY
$4.52B
| $591K | ﹤0.01% |
+18,093
| New | +$538K |
|
|
AFB
2330
AllianceBernstein National Municipal Income Fund
AFB
$315M
| $591K | ﹤0.01% |
54,339
+8,083
| +17% | +$91.7K |
|
2331
Advanced Energy
AEIS
$10.3B
| $590K | ﹤0.01% |
5,107
-810
| -14% | -$91.1K |
|
|
NHS
2332
Neuberger High Yield Strategies Fund Inc
NHS
$250M
| $590K | ﹤0.01% |
78,798
| – | – |
|
2333
BILL Holdings
BILL
$4.72B
| $589K | ﹤0.01% |
6,959
-825
| -11% | -$61.5K |
|
2334
Ryanair
RYAAY
$30.1B
| $589K | ﹤0.01% |
13,517
-446
| -3% | -$19.9K |
|
2335
Adasina Social Justice All Cap Global ETF
JSTC
$295M
| $589K | ﹤0.01% |
32,063
| – | – |
|
2336
PUT
Zoetis
ZTS
$32.7B
| $589K | ﹤0.01% |
73,100
-1,300
| -2% | -$232K |
|
2337
American Airlines Group
AAL
$9.96B
| $587K | ﹤0.01% |
33,706
+15,653
| +87% | +$225K |
|
2338
Idacorp
IDA
$8.11B
| $587K | ﹤0.01% |
5,372
+1,192
| +29% | +$131K |
|
|
MSTU
2339
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$346M
| $587K | ﹤0.01% |
+7,723
| New | +$837K |
|
2340
Iovance Biotherapeutics
IOVA
$2.07B
| $586K | ﹤0.01% |
79,238
+2,951
| +4% | +$27.4K |
|
2341
Omeros
OMER
$836M
| $586K | ﹤0.01% |
59,339
| – | – |
|
2342
Alamo Group
ALG
$1.92B
| $586K | ﹤0.01% |
3,151
-56
| -2% | -$10.5K |
|
2343
First Trust Emerging Markets AlphaDEX Fund
FEM
$721M
| $585K | ﹤0.01% |
26,566
-1,678
| -6% | -$38.3K |
|
|
LTC
2344
LTC Properties
LTC
$2.14B
| $584K | ﹤0.01% |
16,902
-158
| -0.9% | -$5.84K |
|
2345
Invesco S&P 500 BuyWrite ETF
PBP
$351M
| $582K | ﹤0.01% |
24,688
+400
| +2% | +$9.25K |
|
2346
Invesco S&P SmallCap Energy ETF
PSCE
$94.2M
| $581K | ﹤0.01% |
12,005
-5,891
| -33% | -$296K |
|
2347
JPMorgan Income ETF
JPIE
$10.1B
| $580K | ﹤0.01% |
12,704
+248
| +2% | +$11.4K |
|
|
ECG
2348
Everus Construction Group
ECG
$5.58B
| $577K | ﹤0.01% |
+8,770
| New | +$552K |
|
2349
Global Partners
GLP
$1.65B
| $576K | ﹤0.01% |
12,384
-1,960
| -14% | -$97.1K |
|
2350
iShares US Consumer Discretionary ETF
IYC
$1.16B
| $576K | ﹤0.01% |
5,993
-1,884
| -24% | -$176K |
|
Similar funds
HighTower Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.
- HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
- HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
- HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
- HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
- HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
- HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
- HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.
Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.